{"id":34421,"date":"2025-01-03T07:23:22","date_gmt":"2025-01-03T13:23:22","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=34421"},"modified":"2025-01-03T07:23:22","modified_gmt":"2025-01-03T13:23:22","slug":"brakke-viewpoint-january-3-2025","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/","title":{"rendered":"\u5e03\u62c9\u514b\u89c2\u70b9 2025 \u5e74 1 \u6708 3 \u65e5"},"content":{"rendered":"<p>\u6211\u5728\u52a8\u7269\u4fdd\u5065\u884c\u4e1a\u5de5\u4f5c\u65f6\u5b66\u5230\u7684\u4e00\u4ef6\u4e8b\u662f\uff0c\u8981\u5f00\u542f\u65b0\u7684\u7bc7\u7ae0\uff0c\u5c31\u9700\u8981\u7ed3\u675f\u65e7\u7684\u7bc7\u7ae0\u3002\u8fd9\u901a\u5e38\u662f\u6536\u8d2d\uff08\u6211\u9047\u5230\u8fc7\u4e94\u6b21\uff09\u6216\u91cd\u5927\u7684\u5de5\u4f5c\u53d8\u52a8\u3002\u4f46\u672c\u5468\uff0c\u8ba9\u6211\u4eec\u5c06\u7bc7\u7ae0\u7684\u5f00\u59cb\u548c\u7ed3\u675f\u6269\u5c55\u5230\u6211\u4eec\u80a1\u7968\u8868\u4e2d\u516c\u53f8\u7684\u8d22\u52a1\u8868\u73b0\u3002<\/p>\n<p>\u672c\u5468\uff0c\u6211\u4eec\u53d1\u5e03\u4e86\u52a8\u7269\u4fdd\u5065\u516c\u53f8 2024 \u5e74\u5168\u5e74\u80a1\u4ef7\u8868\u73b0\uff0c\u4e0b\u5468\u5c06\u5f00\u59cb\u62a5\u544a 2025 \u5e74\u80a1\u4ef7\u8868\u73b0\u3002\u7531\u4e8e\u80a1\u4ef7\u8868\u73b0\u5dee\u5f02\u5f88\u5927\uff0c\u6211\u4eec\u6dfb\u52a0\u4e86 2023 \u5e74\u5e74\u672b\u8868\u73b0\u4ee5\u4f9b\u6bd4\u8f83\u3002\u6709\u51e0\u4ef6\u4e8b\u5f15\u4eba\u6ce8\u76ee\u3002<\/p>\n<p>\u9996\u5148\uff0c\u6211\u4eec\u5728\u66f4\u5e7f\u6cdb\u7684\u6307\u6570\uff08\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u548c\u9053\u743c\u65af\u5de5\u4e1a\u5e73\u5747\u6307\u6570\uff09\u4e2d\u7ecf\u5386\u4e86\u4e24\u5e74\u826f\u597d\u4e14\u76f8\u4f3c\u7684\u8868\u73b0\u3002\u5176\u6b21\uff0c\u5728\u76ee\u524d\u4e0a\u5e02\u7684\u52a8\u7269\u4fdd\u5065\u516c\u53f8\u4e2d\uff0c\u53ea\u6709 Freshpet \u8fde\u7eed\u4e24\u5e74\u8868\u73b0\u826f\u597d\u2014\u2014\u5176\u589e\u957f\u7387\u7ea6\u4e3a\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u589e\u957f\u7387\u7684\u4e09\u500d\u3002\u7b2c\u4e09\uff0c\u5bf9\u4e8e\u51e0\u5bb6\u516c\u53f8\u6765\u8bf4\uff0c2023 \u5e74\u7684\u6536\u76ca\u5728 2024 \u5e74\u88ab\u56de\u5410\uff08Elanco\u3001IDEXX\u3001Neogen\u3001Zoetis \u548c Zomedica\uff09\u3002\u6700\u540e\uff0c\u53ea\u6709\u5c11\u6570\u51e0\u5bb6\u516c\u53f8\uff08Chewy\u3001Phibro \u548c Trupanion\uff09\u5728 2024 \u5e74\u8868\u73b0\u66f4\u597d\u3002<\/p>\n<p>2024 \u5e74\u5373\u5c06\u7ed3\u675f\uff0c\u8ba9\u6211\u4eec\u8fce\u63a5 2025 \u5e74\uff0c\u671f\u5f85\u4e0a\u5e02\u516c\u53f8\u548c\u79c1\u8425\u52a8\u7269\u4fdd\u5065\u516c\u53f8\u53d6\u5f97\u9a84\u4eba\u4e1a\u7ee9\u3002\u6211\u4eec\u5c06\u4e3a\u60a8\u8ddf\u8e2a\u3002<\/p>\n<p><em>\u9c8d\u52c3\u00b7\u743c\u65af<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>\u6211\u5728\u52a8\u7269\u4fdd\u5065\u884c\u4e1a\u7684\u804c\u4e1a\u751f\u6daf\u4e2d\u5b66\u5230\u7684\u4e00\u4ef6\u4e8b\u662f\uff0c\u8981\u5f00\u542f\u65b0\u7684\u7bc7\u7ae0\uff0c\u5c31\u5fc5\u987b\u7ed3\u675f\u65e7\u7684\u7bc7\u7ae0\u3002\u8fd9\u901a\u5e38\u662f\u7531\u4e8e\u6536\u8d2d\uff08\u6211\u9047\u5230\u8fc7\u4e94\u6b21\uff09\u6216\u91cd\u5927\u7684\u5de5\u4f5c\u53d8\u52a8\u3002\u4f46\u672c\u5468\uff0c\u8ba9\u6211\u4eec\u5c06\u7bc7\u7ae0\u7684\u5f00\u542f\u548c\u7ed3\u675f\u6269\u5c55\u5230\u80a1\u7968\u8868\u4e2d\u516c\u53f8\u7684\u8d22\u52a1\u8868\u73b0\u3002\u672c\u5468\u6211\u4eec\u53d1\u5e03\u4e86\u52a8\u7269\u4fdd\u5065\u516c\u53f8 2024 \u5e74\u5168\u5e74\u80a1\u4ef7\u8868\u73b0\uff0c\u4e0b\u5468\u5c06\u5f00\u59cb\u62a5\u544a 2025 \u5e74\u80a1\u4ef7\u8868\u73b0\u3002\u7531\u4e8e\u80a1\u4ef7\u8868\u73b0\u5dee\u5f02\u5f88\u5927\uff0c\u6211\u4eec\u6dfb\u52a0\u4e86 2023 \u5e74\u7684\u5e74\u7ec8\u8868\u73b0\u4ee5\u4f9b\u6bd4\u8f83\u3002\u6709\u51e0\u70b9\u5f88\u7a81\u51fa\u3002\u9996\u5148\uff0c\u6211\u4eec\u5728\u66f4\u5e7f\u6cdb\u7684\u6307\u6570\u2014\u2014\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u548c\u9053\u743c\u65af\u5de5\u4e1a\u5e73\u5747\u6307\u6570\u2014\u2014\u4e2d\u770b\u5230\u4e86\u4e24\u5e74\u826f\u597d\u4e14\u76f8\u4f3c\u7684\u8868\u73b0\u3002\u5176\u6b21\uff0c\u5728\u76ee\u524d\u4e0a\u5e02\u7684\u52a8\u7269\u4fdd\u5065\u516c\u53f8\u4e2d\uff0c\u53ea\u6709 Freshpet \u8fde\u7eed\u4e24\u5e74\u8868\u73b0\u826f\u597d\u2014\u2014\u800c\u4e14\u5b83\u4eec\u7684\u589e\u957f\u7387\u7ea6\u4e3a\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u589e\u957f\u7387\u7684\u4e09\u500d\u3002\u7b2c\u4e09\uff0c\u5bf9\u4e8e\u51e0\u5bb6\u516c\u53f8\u6765\u8bf4\uff0c2023 \u5e74\u7684\u6da8\u5e45\u5728 2024 \u5e74\u88ab\u62b5\u6d88\u4e86\uff08Elanco\u3001IDEXX\u3001Neogen\u3001Zoetis \u548c Zomedica\uff09\u3002\u6700\u540e\uff0c\u53ea\u6709\u5c11\u6570\u51e0\u5bb6\u516c\u53f8\uff08Chewy\u3001Phibro \u548c Trupanion\uff09\u5728 2024 \u5e74\u8868\u73b0\u66f4\u597d\u30022024 \u5e74\u5373\u5c06\u7ed3\u675f\uff0c\u8ba9\u6211\u4eec\u5f00\u542f 2025 \u5e74\uff0c\u671f\u5f85\u5b83\u4eec\u53d6\u5f97\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u4e1a\u7ee9\u3002<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/\" class=\"view-full-post-btn\">\u67e5\u770b\u5b8c\u6574\u6587\u7ae0<\/a><\/div>\n<p>;<\/p>","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[43],"tags":[],"class_list":["post-34421","post","type-post","status-publish","format-standard","hentry","category-viewpoints"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>News from Brakke Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"News from Brakke Consulting\" \/>\n<meta property=\"og:description\" content=\"One of the things that I learned in my career in the animal health industry is that to open a new chapter, the old chapter needs to be closed.\u00a0 The context for this was usually an acquisition, which happened to me five times, or a significant job change.\u00a0 But this week, let\u2019s expand the opening and closing of chapters to the financial performance of companies on our stock table. This week we have posted the full year stock price performance for 2024 for the animal health companies and next week the reporting of 2025 stock price performance will begin.\u00a0 Because of the large variation in stock price performance, we added the 2023 year-end performance for comparison.\u00a0 A few things stand out. First, we have had two years of good and similar performance in the broader indexes \u2013 the S&amp;P 500 and the DJIA.\u00a0 Second, of the currently public animal health companies, only Freshpet had two good years in a row \u2013 and their growth is about three times the S&amp;P 500 growth.\u00a0 Third, for several companies, the gains seen in 2023 were given back in 2024 (Elanco, IDEXX, Neogen, Zoetis and Zomedica).\u00a0 Finally, 2024 was a much better year for only a few companies (Chewy, Phibro and Trupanion). As we close 2024, let\u2019s open 2025 and hope for impressive performanceView Full Post;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-03T13:23:22+00:00\" \/>\n<meta name=\"author\" content=\"Amanda McDavid\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda McDavid\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 \u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint January 3, 2025\",\"datePublished\":\"2025-01-03T13:23:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"},\"wordCount\":233,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2025-01-03T13:23:22+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint January 3, 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/brakkeconsulting.com\/#website\",\"url\":\"https:\/\/brakkeconsulting.com\/\",\"name\":\"Brakke Consulting Website\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/brakkeconsulting.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\",\"name\":\"Amanda McDavid\",\"url\":\"https:\/\/brakkeconsulting.com\/zh\/author\/amanda\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u6765\u81ea Brakke Consulting \u7684\u65b0\u95fb","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/","og_locale":"zh_CN","og_type":"article","og_title":"News from Brakke Consulting","og_description":"One of the things that I learned in my career in the animal health industry is that to open a new chapter, the old chapter needs to be closed.\u00a0 The context for this was usually an acquisition, which happened to me five times, or a significant job change.\u00a0 But this week, let\u2019s expand the opening and closing of chapters to the financial performance of companies on our stock table. This week we have posted the full year stock price performance for 2024 for the animal health companies and next week the reporting of 2025 stock price performance will begin.\u00a0 Because of the large variation in stock price performance, we added the 2023 year-end performance for comparison.\u00a0 A few things stand out. First, we have had two years of good and similar performance in the broader indexes \u2013 the S&amp;P 500 and the DJIA.\u00a0 Second, of the currently public animal health companies, only Freshpet had two good years in a row \u2013 and their growth is about three times the S&amp;P 500 growth.\u00a0 Third, for several companies, the gains seen in 2023 were given back in 2024 (Elanco, IDEXX, Neogen, Zoetis and Zomedica).\u00a0 Finally, 2024 was a much better year for only a few companies (Chewy, Phibro and Trupanion). As we close 2024, let\u2019s open 2025 and hope for impressive performanceView Full Post;","og_url":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-january-3-2025\/","og_site_name":"Brakke Consulting Website","article_published_time":"2025-01-03T13:23:22+00:00","author":"Amanda McDavid","twitter_card":"summary_large_image","twitter_misc":{"\u4f5c\u8005":"Amanda McDavid","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"2 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint January 3, 2025","datePublished":"2025-01-03T13:23:22+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"},"wordCount":233,"articleSection":["Viewpoints"],"inLanguage":"zh-Hans"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/","name":"\u6765\u81ea Brakke Consulting \u7684\u65b0\u95fb","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2025-01-03T13:23:22+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint January 3, 2025"}]},{"@type":"WebSite","@id":"https:\/\/brakkeconsulting.com\/#website","url":"https:\/\/brakkeconsulting.com\/","name":"Brakke\u54a8\u8be2\u7f51\u7ad9","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/brakkeconsulting.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":"Person","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615","name":"\u963f\u66fc\u8fbe\u00b7\u9ea6\u514b\u6234\u7ef4","url":"https:\/\/brakkeconsulting.com\/zh\/author\/amanda\/"}]}},"_links":{"self":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/comments?post=34421"}],"version-history":[{"count":2,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34421\/revisions"}],"predecessor-version":[{"id":34424,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34421\/revisions\/34424"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/media?parent=34421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/categories?post=34421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/tags?post=34421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}